Primary Securities
- Company typePrivate
- Founded1998
- HeadquartersFremantle, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
Primary Securities firmographics
Firmographics- Name
- Primary Securities
- Legal name
- Primary Securities Ltd.
- Website
- https://primarysecurities.com.au
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Primary Securities industry classification
Industry- Product category
- Investment Fund Management & Trustee Services
- NAICS
- Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industry
- Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)
Keywords
Where Primary Securities is headquartered
LocationHeadquarters
- HQ city
- Fremantle
- HQ country
- Australia
- HQ region
- Oceania
Markets served
Primary Securities business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Primary Securities product offering
Product offeringCore offering
Primary Securities Ltd., part of the NC Group of companies, provides outsourced fund management, trustee, and corporate advisory services to fund managers, advisors, and family offices in Australia. Its offering covers the full lifecycle of investment fund operations from product structuring, fund setup, and management through administration, compliance oversight, and trustee services, including feeder funds, SIV funds, managed accounts, brokerage, and carbon credit investment services.
Product overview
Primary Securities is part of the NC Group, a financial service provider specializing in Fund Management and Corporate Advisory Services. The company operates as part of a diversified platform offering fund structuring, administration, and management services including Product Structuring and Advice, Fund Setup and Management, Foreign Manager Platform, Retail Feeder Platform, Feeder Fund and Fund of Funds, SIV Funds, Small Scale & Family Office Offerings, Australian Carbon Credit Units, Brokers and Dealers, Managed Accounts, and Forestry & Agricultural Management Services. The portfolio covers the full lifecycle of investment fund operations from structuring and setup through ongoing administration and compliance oversight.
Differentiator
Problem solved
Functional benefit
Products and services
- Product Structuring and Advice
Companies that use Primary Securities
Customer profileIdeal customer profiles3 records
Primary Securities technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Primary Securities partnerships and signals
Strategic signalPartnerships
Two partnerships are on record.
- NAV Fund Services (Australia) Pty LtdNAV Fund Services (Australia) Pty Ltd is a partnership member of NC Group. The company likely provides fund administration services to NC Group and its subsidiaries including Primary Securities.
- Quant Reports Pty LtdQuant Reports Pty Ltd is a partnership member of NC Group. The company likely provides quantitative reporting and analytics services to NC Group and its subsidiaries including Primary Securities.
Recent moves5 records
Expansion highlights5 records
Primary Securities competitors and assessment
Company assessmentBroad incumbents
- Perpetual Limited: Large Australian financial services group spanning corporate trust, fund services, wealth management and asset management. A broad incumbent whose corporate trust and fund-services arm competes with Primary Securities' trustee and managed-account offerings.
- Pinnacle Investment Management: Australian multi-affiliate investment management platform that partners with boutique investment managers, comparable in model to NC Group's "platform for fund managers" positioning that Primary Securities sits within.
- Macquarie Asset Management: Major Australian financial institution with a sizable asset management, custody and fund-services franchise. Overlaps with Primary Securities' managed accounts, fund setup and dealing services at much larger scale.
Direct peers
- OneFunds (One Investment Administration): Australian fund administration platform providing back-, middle- and front-office services to fund managers, comparable to Primary Securities' fund setup, administration and investor-platform functions.
- Mainstream Fund Services: Australian fund administration business providing fund accounting, registry, unit registry and middle-office services. Overlaps closely with Primary Securities' fund setup and ongoing administration offerings for retail and wholesale funds.
- Vasco Trustees: Independent Australian trustee and fund services firm serving smaller and mid-sized fund managers, comparable to Primary Securities' trustee and corporate-advisory style mandates for emerging managers.
- Equity Trustees: Australian licensed trustee and fund-services provider offering trustee, custody, fund administration and estate services. Directly comparable to Primary Securities on the trustee and managed-fund administration dimensions of its platform.
- TMF Group Australia: International fund administration and corporate services provider with a Sydney office, offering fund setup, trustee, accounting and reporting services. Comparable across Primary Securities' fund administration and corporate-adjacent mandates.
- Apex Group (Australia): Global fund administration and corporate services group with Australian operations covering fund setup, administration, trustee and reporting. Overlaps with Primary Securities' Fund Setup & Management and feeder fund services.
Emerging players
- Hejaz Financial Services: Australian advisory and wealth manager with product structuring, managed accounts and distribution capability for niche and ethically positioned strategies. An emerging comparable on product structuring and managed account services.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Primary Securities social profiles
Digital presencePrimary Securities financial estimates
Financial estimateRevenue estimate
Valuation estimate
Primary Securities leadership team
Management profileNumber of profiles
Primary Securities funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Primary Securities M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Primary Securities
What does Primary Securities do?
Primary Securities Ltd., part of the NC Group of companies, provides outsourced fund management, trustee, and corporate advisory services to fund managers, advisors, and family offices in Australia. Its offering covers the full lifecycle of investment fund operations from product structuring, fund setup, and management through administration, compliance oversight, and trustee services, including feeder funds, SIV funds, managed accounts, brokerage, and carbon credit investment services.
Is Primary Securities a public or private company?
Primary Securities is a private company. It is classified as corporate owned and is currently operating.
When was Primary Securities founded?
Primary Securities was founded in 1998. It employs 11 to 50 people.
Where is Primary Securities based?
Primary Securities is headquartered in Fremantle, Australia, in the Oceania region.
Who are Primary Securities's main competitors?
Broad incumbents on record are Perpetual Limited, Pinnacle Investment Management and Macquarie Asset Management. Direct peers are OneFunds (One Investment Administration), Mainstream Fund Services, Vasco Trustees, Equity Trustees, TMF Group Australia and Apex Group (Australia). Hejaz Financial Services is listed as an emerging player.
Does Primary Securities have an API?
No public API is recorded for Primary Securities.
What industry is Primary Securities in?
Primary Securities's product category is Investment Fund Management & Trustee Services. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSAEALAI, Institutional Capital Introduction (LP/Family Office/Endowment Matching). Its NAICS code is 523940 and its SIC code is 6282.